October 18, 2024
MD & CIO Helen Zhu was featured on “Bloomberg: The Asia Trade” with hosts Paul Allen and Haidi Stroud Watts. During the conversation, Helen discussed the impact of U.S. monetary policies on the Japanese yen and market expectations, cautioning that external factors now outweigh domestic influences in Japan. In relation to China, Helen highlighted the significant market recovery following the government’s aggressive stimulus measures and stressed the importance of stabilizing the Chinese property market to bolster economic stability. She also elaborated on how the outcome of the upcoming U.S. elections might influence Chinese policy decisions and market dynamics. Additionally, Zhu provided insights into the tech sector, noting recent pullbacks due to valuation concerns and potential for growth driven by economic policies and consumer data trends in the U.S. and China.
For Video Playback, please visit: https://www.youtube.com/watch?v=4FffDJRpdGA
Helen’s session timings:
From 00:50:38 to 00:56:34